Equip for Equality INC FY2022 filing

Tax-deductible

Chicago, IL501(c)(3)Since 1985EIN 36-3361312Revenue $8.7M in FY2022

On file with the IRSequipforequality.org20 N Michigan Ave Ste 300, 60602-4861 · Chicago, ILTax-exempt since Oct 1985Publicly supported charity — 170(b)(1)(A)(vi)

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Advance the human & civil rights of children and adults with disabilities in illinois. Administer federally mandated protection & advocacy system for state; exercise statutory powers, and serve as legal advocate and independent watchdog over public & private sectors.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $87K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 15% of spending
Looks good: pay to officers and key staff is 15% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
16
named funders · $1.4M
Looks good: 16 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$550K
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.7M
+22% vs prior year
Spent
$8.1M
To programs
76%
Net assets
$3.2M
By yearFY2020–FY2024
Revenue
$8.7M
FY2022▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.0M
FY2021$7.1M
FY2022$8.7M
FY2023$9.4M
FY2024$9.2M
FY2024$9.6M
Expenses
$8.1M
FY2022▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.1M
FY2021$7.9M
FY2022$8.1M
FY2023$9.3M
FY2024$9.7M
FY2024$9.4M
Net assets
$3.2M
FY2022▲ +26%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.3M
FY2021$2.6M
FY2022$3.2M
FY2023$3.3M
FY2024$3.0M
FY2024$3.3M

From the FY2022 Form 990 (year ending September 2022) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $6.2M Management & general 23% · $1.8M Fundraising 1% · $99K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President & CEO/Ex-Officio
$294,336Pt VII · Sec A
VP - Civil Rights/Litigati
$154,086Pt VII · Sec A
Chief Financial Officer
$152,892Pt VII · Sec A
Senior Organziational Advisor
$136,873Pt VII · Sec A
VP - Special Ed Clinic
$130,843Pt VII · Sec A
Managing Attorney
$123,616Pt VII · Sec A
Managing Attorney
$120,890Pt VII · Sec A
VP - Independent Monitoring Unit
$106,794Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Zena Naiditch$317,181$307,170$292,414$294,336$243,412$222,509
James McMillan$168,213$163,232$156,054$152,892$130,819$119,557
Stacey Aschemann$161,543$137,682$127,324$106,794——
Sujatha Jagadesh Branch$159,533—————
Barry C Taylor—$147,101$156,816$154,086$143,182$130,503
Thomas G Fischer$148,234$143,846$137,517$136,873——
Deborah M Kennedy————$145,973$133,871
Olga F Pribyl$144,987$140,213$134,600$130,843$133,067$122,029

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for the human and civil rights of people with disabilities in Illinois.

Provided by the organization

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3 programs · $3.1M · in their own filed words · FY2021
01

Protection & advocacy system for individuals with developmental disabilities in the MID-1970'S, congress established a unique, innovative, experimental initiative to safeguard the rights of people with developmental disabilities.

$1.4Mprogram expense
02

Protection and advocacy system for individual rightsfollowing adoption of the ada, the landmark federal civil rights law for people with disabilities, congress recognized that most individuals with disabilities would not have access to legal services to enforce their ada rights.

$980Kprogram expense
03

Protection & advocacy system for individuals with mental illnessin response to alarming findings of widespread abuse and neglect and fundamental rights violations in state psychiatric hospitals and other facilities that congressional hearings across the country had documented, in the MID-1980S congress expanded the role of the…

$712Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 16 funders$1.4M
See all 16 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.7M
Ln 12
Gifts and grantsLn 1h$7.5M
Fees for servicesLn 2g$1.2M
Other incomeLn 4–11$4K
Money outPt IX
$8.1M
Ln 25
Programscol B$6.2M
Managementcol C$1.8M
Fundraisingcol D$99K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$3.8M
LiabilitiesLn 26$550K
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.5M
Government grantsLn 1e$6.5M
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$4K
Other incomeLn 4–11$4K
Gains on assetsLn 7−$2K
Total revenueLn 12$8.7M
Assets in detailPt X, end of year
CashLn 1$231K
SavingsLn 2$2.5M
Cash and savings togetherLn 1–2$2.7M
Land, buildings, equipmentLn 10c$70K
Other assetsLn 15$51K
Total assetsLn 16$3.8M
LiabilitiesLn 26$550K
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 587
VolunteersI 6284
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.3M$2.7M
Land, buildings, equipmentLn 10c$119K$70K
Total assetsLn 16$3.7M$3.8M
LiabilitiesLn 26$1.1M$550K
Net assetsLn 32$2.6M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$447K$351K$92K$4K
Other salaries and wagesLn 7$4.4M$3.5M$907K$42K
Pension plan contributionsLn 8$154K$121K$32K$1K
Other employee benefitsLn 9$921K$778K$138K$5K
Payroll taxesLn 10$352K$276K$73K$3K
Other fees for servicesLn 11g$191K$2K$163K$26K
Office expensesLn 13$68K$47K$20K$828
Information technologyLn 14$161K$75K$85K$2K
OccupancyLn 16$833K$649K$178K$6K
TravelLn 17$136K$101K$34K$1K
Depreciation, depletion and amortizationLn 22$47K$43K$3K$2K
Other expenses (24a–d)Ln 24$351K$245K$101K$5K
Total functional expensesLn 25$8.1M$6.2M$1.8M$99K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $9.2M$9.7M−$449K$3.0M 990 PDF
FY2023 $9.4M$9.3M$104K$3.3M 990 PDF
FY2022 Viewing $8.7M$8.1M$662K$3.2M 990 PDF
FY2021 $7.1M$7.9M−$719K$2.6M 990 PDF
FY2020 $8.0M$7.1M$839K$3.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $8,749,152 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,890,928$7,514,450
I-9 Program service revenuePrior year $224,919$1,226,940
I-10 Investment incomePrior year $6,718$3,550
I-11 Other revenuePrior year $23,245$4,212
I-12 Total revenuePrior year $7,145,810$8,749,152
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,175,359$6,300,695
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,689,151$1,786,612
I-18 Total expensesPrior year $7,864,510$8,087,307
I-19 Revenue less expensesPrior year −$718,700$661,845
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,749,152 across 8 lines filed
VIII-1e Government grants$6,492,114
VIII-1f All other contributions, gifts and grants$1,022,336
VIII-1h Total contributions, gifts and grants$7,514,450
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,226,940$1,226,940
VIII-3 Investment incomeExcluded from tax $5,395$5,395
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,845−$1,845
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $4,212$4,212
VIII-12 Total revenueRelated to mission $1,226,940 · Unrelated business $0 · Excluded from tax $7,762$8,749,152
Part IX · Statement of functional expenses $8,087,307 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $351,317 · Management $91,679 · Fundraising $4,232$447,228
IX-7 Other salaries and wagesPrograms $3,477,224 · Management $907,408 · Fundraising $41,882$4,426,514
IX-8 Pension plan contributionsPrograms $121,043 · Management $31,587 · Fundraising $1,458$154,088
IX-9 Other employee benefitsPrograms $777,975 · Management $138,352 · Fundraising $4,708$921,035
IX-10 Payroll taxesPrograms $275,894 · Management $72,775 · Fundraising $3,161$351,830
IX-11g Other fees for servicesPrograms $2,048 · Management $162,934 · Fundraising $26,272$191,254
IX-13 Office expensesPrograms $47,372 · Management $19,552 · Fundraising $828$67,752
IX-14 Information technologyPrograms $74,696 · Management $84,905 · Fundraising $1,547$161,148
IX-16 OccupancyPrograms $649,021 · Management $177,542 · Fundraising $6,160$832,723
IX-17 TravelPrograms $100,610 · Management $33,850 · Fundraising $1,282$135,742
IX-22 Depreciation, depletion and amortizationPrograms $42,651 · Management $2,563 · Fundraising $2,229$47,443
IX-24 Other expenses (24a–d)Programs $244,542 · Management $101,075 · Fundraising $4,933$350,550
IX-25 Total functional expensesPrograms $6,164,393 · Management $1,824,222 · Fundraising $98,692$8,087,307
Part X · Balance sheet $3,785,149 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $2,334,782$230,772
X-2 Savings and temporary cash investments$2,496,120
X-3 Pledges and grants receivableStart of year $997,839$714,985
X-9 Prepaid expenses and deferred chargesStart of year $220,100$222,490
X-10c Land, buildings and equipment, netStart of year $119,292$70,002
X-15 Other assetsStart of year $50,480$50,780
X-16 Total assetsStart of year $3,722,493$3,785,149
X-17 Accounts payable and accrued expensesStart of year $1,000,321$385,656
X-19 Deferred revenueStart of year $127,491$151,914
X-26 Total liabilitiesStart of year $1,148,696$549,507
X-27 Net assets without donor restrictionsStart of year $2,320,374$2,972,155
X-28 Net assets with donor restrictionsStart of year $253,423$263,487
X-32 Total net assets or fund balancesStart of year $2,573,797$3,235,642
X-33 Total liabilities and net assetsStart of year $3,722,493$3,785,149
Part XI · Reconciliation of net assets $3,235,642 net assets at year end
XI-1 Total revenue$8,749,152
XI-2 Total expenses$8,087,307
XI-3 Revenue less expenses$661,845
XI-4 Net assets at start of year$2,573,797
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,235,642

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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